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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-17 |
Branch Locations
375 E Riverside Dr. Ste# 100, St. George, UT 84790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brigham Young University- Idaho | Rexburg | ID | 04/2015 | 05/2018 |
| Ibm | Coppell | TX | 06/2018 | 11/2019 |
| Dream Jeep Rentals | Colorado Springs | CO | 12/2019 | 05/2020 |
| Mike Finch Framing | Pueblo | CO | 05/2020 | 09/2020 |
| New Home Star | Colorado Springs | CO | 10/2020 | 04/2023 |
| Wyson Financial | St George | UT | 05/2023 | 06/2025 |
| Wyson Financial | St George | UT | 06/2025 | Present |
| Commonwealth Financial Network | San Diego | CA | 06/2025 | Present |
I own an LLC through which some of my payment from Wyson Financial is received. That is the only business of the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-04 |
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